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JPMorgan Chase
JPM

Overview Fund Activity

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$814M
2
Norges Bank
Norges Bank
Norway
+$590M
3
Goldman Sachs
Goldman Sachs
New York
+$379M
4
SP
Sarasin & Partners
United Kingdom
+$316M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$298M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.63B
2
State Street
State Street
Massachusetts
-$766M
3
CSA
Cottage Street Advisors
Massachusetts
-$530M
4
Primecap Management
Primecap Management
California
-$414M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRWA
1751
Platte River Wealth Advisors
Colorado
$2.67M +$39.1K +300 +1%
PCG
1752
Prosperity Consulting Group
Maryland
$2.67M -$44.6K -342 -2%
RFA
1753
Resurgent Financial Advisors
Georgia
$2.67M -$321K -2,461 -11%
FWM
1754
Forza Wealth Management
Florida
$2.67M +$476K +3,656 +22%
CT
1755
Columbia Trust
Oregon
$2.66M -$269K -2,062 -9%
TCA
1756
Trifecta Capital Advisors
Illinois
$2.66M +$128K +982 +5%
PFGIA
1757
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$539K +4,134 +25%
CCA
1758
Cobblestone Capital Advisors
New York
$2.65M -$173K -1,325 -6%
SAM
1759
Secure Asset Management
Michigan
$2.65M -$980K -7,524 -27%
JFG
1760
Jefferies Financial Group
New York
$2.65M -$17.4M -133,862 -87%
TPW
1761
Transatlantique Private Wealth
New York
$2.64M +$809K +6,209 +44%
VAG
1762
VisionPoint Advisory Group
Texas
$2.64M +$429K +3,195 +19%
TAM
1763
Titleist Asset Management
Texas
$2.64M +$2.64M +20,244 New
CAC
1764
Certified Advisory Corp
Florida
$2.64M +$6.13K +47 +0.2%
VBCG
1765
Valley Brook Capital Group
Pennsylvania
$2.64M +$85.5K +656 +3%
BFIC
1766
Bedell Frazier Investment Counselling
California
$2.63M -$69.7K -535 -3%
MCM
1767
Marathon Capital Management
Maryland
$2.63M +$2.15M +16,482 +443%
GPTE
1768
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.62M – – –
BP
1769
BBR Partners
New York
$2.62M +$41.3K +317 +2%
DBIA
1770
Dumont & Blake Investment Advisors
New Jersey
$2.62M -$19.5K -150 -0.7%
SWM
1771
Sugarloaf Wealth Management
Georgia
$2.62M +$66.5K +510 +3%
MMM
1772
Mendel Money Management
Illinois
$2.61M -$86.9K -667 -3%
VCAM
1773
Van Cleef Asset Management
Ohio
$2.61M -$33.1K -254 -1%
KWM
1774
Keebeck Wealth Management
Illinois
$2.61M +$5.47K +42 +0.2%
MCM
1775
Maltese Capital Management
New York
$2.61M +$2.61M +20,000 New
69 70
71
72 73